Income Insights
Avoiding the Worst Mistake Investors Will Make in 2023
By
Roger S. Conrad on
Jan. 13, 2023
The worst mistake investors will make this year won’t be getting caught with a stock on the heels of a disappointing earnings report, misjudging the Federal Reserve’s resolve fighting inflation—or the rising risk of a recession.
What’s Wrong with Telecom Stocks
By
Roger S. Conrad on
Nov. 23, 2022
Communications is a growing and essential service. And a new generation of 5G and eventually 6G wireless—augmented by fiber broadband networks—is on the cusp of spurring a global revolution in productivity.
Utility Q3 Earnings Matter, and So Far They’re Great
By
Roger S. Conrad on
Oct. 29, 2022
So long as the Federal Reserve is on the warpath against inflation, risk of recession will be elevated. And that tilts the odds heavily in favor of lower stock prices over the next few months.
The utility stock rally we’ve seen since the October issue of CUI posted, however, is proof positive that the trends powering sector outperformance this year are entrenched as ever.
California’s All-In on EVs: Buy Edison, Not Tesla
By
Roger S. Conrad on
Aug. 27, 2022
The California Air Resources Board voted to ban sales of gasoline-powered vehicles by 2035, and targets minimum electric vehicle market share of 35 percent by 2026 and 68 percent by 2030. And 17 other states will likely follow suit.
Carbon Capture and Storage: Will it Work This Time?
By
Roger S. Conrad on
Aug. 23, 2022
Is Inflation Reduction Act enough to get carbon capture off the ground? Historically, it’s been foolish to bet against innovation when there’s enough money behind it. And in this case, the US government’s largesse is very much leaning into a major investment trend in the private sector
NextEra Energy’s Results: For Utilities, Green Still the Color of Money
By
Roger S. Conrad on
Jul. 23, 2022
In the previous decade, NextEra Energy’s (NYSE: NEE) ability to convert renewable energy deployment into earnings depended squarely on regulatory support and subsidy. Now, the combination of falling production costs and soaring natural gas prices has made wind, solar and storage increasingly attractive from a cost-cutting standpoint as well.
Sliding Guidance: How Much Trouble for Big Telecom?
By
Roger S. Conrad on
Jul. 22, 2022
"Sliding guidance” is often a sign of rising risk to underlying businesses. And, it’s a potential warning for the entire US communications sector this year.
What Kinder Morgan’s Q2 Says about US Midstream
By
Roger S. Conrad on
Jul. 21, 2022
Editor’s note: This is the first of three articles in which I’ll focus on Q2 results and guidance updates for recommended stocks that are also great bellwethers for their respective sectors. Hope everyone is having a great summer!—RC
“Fortune may not favor the brave so much as it favors the cash.”
The Supremes’ EPA Decision: What’s Important
By
Roger S. Conrad on
Jul. 1, 2022
This week, the U.S. Supreme Court essentially rejected the Biden Administration’s attempt to resurrect the “Clean Power Plan,” drawing swift and fiery condemnation from America’s political left, and generally praise from the right. But, ironically, the decision actually increases private sector and individual state flexibility to meet energy transition goals.
Seeking out REIT Bargains? Don’t Ignore Recession Risk
By
Roger S. Conrad on
Jun. 27, 2022
After trading at extreme and unsustainably high prices for months and months, many best-in-class REITs are once again trading at good entry points for investors. But wise selection of individual REITs is more critical than ever.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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